PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HABASIT AMERICA, INC
Sponsor portfolio

HABASIT AMERICA, INC

EIN 23-3059540-industrial automation-Latest filing 2025
Plans
3
Retirement
2
$61.1M assets
Welfare
1
$389K premiums
Participants
1,455
805 SATELLITE BLVD - SUWANEE, GA 300242879716-824-8484habasitamerica.comLinkedIn501-1000 employeesindustrial automation
Plans on this EIN
3 filings
#004401k-$57.2M - 670 part#003401k-$3.9M - 35 part#506Mixed-$389K - 750 lives

Retirement portfolio analytics

2 plans aggregated / $61.1M assets / 705 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • INC. 401K PLAN (#004)94%
  • HABASIT AMERICA, INC. (#003)6%
Total $61.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • MERRILL LYNCH PIERCE FENNER & SMITH94%
  • (Not disclosed)6%
Total $61.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#004)670
  • HABASIT AMERICA, INC. (#003)35
Total 705Click row to drill in

Benefits portfolio analytics

1 plan / $389K premiums / 750 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$345K
  • Life$258K
  • Long-term disability$258K
  • Vision$44K
Total $389K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • METROPOLITAN LIFE INSURANCE COMPANY66%
  • COMBINED INSURANCE COMPANY OF AMERICA22%
  • EYEMED VISION CARE11%
Total $389K3 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • GIS BENEFITS INC49%
  • IBENEFIT COMMUNICATION LLC26%
  • GALLAGHER BENEFIT SERVICES, INC.19%
  • BENEFITS ALL INSURANCE, LLC7%
Total $104K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

HABASIT HOLDING AMERICA, INC. 401K PLAN

401k

Assets$57.2M
Participants670
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PROFIT SHARING 401(K) PLAN FOR UNITE HERE EMPLOYEES OF HABASIT AMERICA, INC.

401k

Assets$3.9M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

HABASIT AMERICA, INC. WELFARE BENEFIT PLAN

Mixed - METROPOLITIAN LIFE INSURANCE CO

Premiums$389K
Covered lives750
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004HABASIT HOLDING AMERICA, INC. 401K PLAN401k$57.2M6702024
003PROFIT SHARING 401(K) PLAN FOR UNITE HERE EMPLOYEES OF HABASIT AMERICA, INC.401k$3.9M352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506HABASIT AMERICA, INC. WELFARE BENEFIT PLANMixedMETROPOLITIAN LIFE INSURANCE CO$389K7502025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica